Conor Feldmann, Cfa work email
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Conor Feldmann, Cfa personal email
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I develop customized investment strategies to help clients achieve their long-term goals and then implement them as I manage these portfolios daily. I enjoy helping people cut through the “noise” generated by the financial media in order to identify the tried-and-true principles that will set them up for long-term success. In my view, the market is one of the world's most dynamic and compelling topics—millions of investors, managing trillions of dollars, each with varying strategies, objectives, and opinions, and countless data points trying to understand it all. I am grateful that my profession affords me the opportunity to keep learning every day.
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Portfolio ManagerCommasUnited States -
Portfolio ManagerTruepoint Wealth Counsel Dec 2019 - Present -
Investment AssociateTruepoint Wealth Counsel Dec 2016 - Dec 2019Cincinnati, Ohio -
Portfolio ManagerCommas Dec 2020 - Present -
Sr Analyst - Emerge ProgramCardinal Health Nov 2015 - Nov 2016Columbus, Ohio Area -
Sr AccountantCardinal Health Jun 2015 - Nov 2016Dublin, Ohio -
Davis Center For Portfolio ManagementUniversity Of Dayton 2012 - Jan 2015Dayton, Ohio AreaMember of the portfolio management team which makes buy, sell, add, and trim decisions for the $20 million university endowment. Created stock pitches, sector outlooks, and investment theses for the Information Technology, Telecommunications, Financials, and Utilities sectors. Utilized advanced software including Bloomberg terminals and Morningstar Direct. -
Resident AssistantUniveristy Of Dayton Aug 2012 - Jan 2014Dayton, Ohio AreaResponsible for the safety and security of over 40 first-year students on my floor.Planned monthly initiatives for community-building, faith-forming, and service-learning while building relationships to help advise and guide the students for a smooth transition into college. -
Internal AuditMotorists Insurance Group May 2013 - Aug 2014Columbus, Ohio AreaPerformed the first ever data privacy audit of affiliate company, Phenix Mutual Fire Insurance.Assisted Ernst & Young in their audit of financially significant business functions. Worked extensively to ensure compliance with the requirements of Model Audit Rule.
Conor Feldmann, Cfa Skills
Conor Feldmann, Cfa Education Details
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Accounting And Finance
Frequently Asked Questions about Conor Feldmann, Cfa
What company does Conor Feldmann, Cfa work for?
Conor Feldmann, Cfa works for Commas
What is Conor Feldmann, Cfa's role at the current company?
Conor Feldmann, Cfa's current role is Portfolio Manager.
What is Conor Feldmann, Cfa's email address?
Conor Feldmann, Cfa's email address is c.****@****lth.com
What schools did Conor Feldmann, Cfa attend?
Conor Feldmann, Cfa attended University Of Dayton, St. Charles Preparatory School.
What skills is Conor Feldmann, Cfa known for?
Conor Feldmann, Cfa has skills like Bloomberg Terminal, Morningstar, Financial Analysis, Auditing, Financial Reporting, Accounting, Access, Microsoft Excel, Lotus Notes, Financial Risk, Account Reconciliation, Analysis.
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